DFSV icon

Dimensional US Small Cap Value ETF

455 hedge funds and large institutions have $4.17B invested in Dimensional US Small Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 247 increasing their positions, 114 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
57
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LKBC
351
L.K. Benson & Company
Maryland
$429K
WA
352
Wealthstream Advisors
New York
$425K
RWA
353
Redmont Wealth Advisors
Illinois
$421K
LFA
354
Lauterbach Financial Advisors
Texas
$412K
AWM
355
Apollon Wealth Management
South Carolina
$408K
YWM
356
Yardley Wealth Management
Pennsylvania
$400K
PIFP
357
Partners in Financial Planning
Virginia
$398K
WRPWM
358
Werba Rubin Papier Wealth Management
California
$388K
LFS
359
Lutz Financial Services
Nebraska
$376K
THL
360
Tillman Hartley LLC
Colorado
$371K
GTAM
361
Global Trust Asset Management
Florida
$370K
ACP
362
Argyle Capital Partners
California
$353K
FH
363
Financial Harvest
Florida
$345K
VAMG
364
Voisard Asset Management Group
Michigan
$341K
FC
365
Family CFO
California
$339K
FFO
366
Fortitude Family Office
Arizona
$331K
AWA
367
Arkadios Wealth Advisors
Georgia
$330K
MSFS
368
Main Street Financial Solutions
Pennsylvania
$320K
EWA
369
Elevate Wealth Advisory
Georgia
$317K
CAM
370
Clark Asset Management
New Hampshire
$316K
KWA
371
Kondo Wealth Advisors
California
$316K
USCWA
372
U.S. Capital Wealth Advisors
Texas
$313K
BHWM
373
Beaird Harris Wealth Management
Texas
$304K
OC
374
Optima Capital
Oregon
$298K
IWC
375
Infinity Wealth Counsel
Ohio
$293K